EA Transition Package
Structured offboarding — credentials summarized, never exposed
JL
Jordan Lee
Executive Assistant
Served 748 days·Last day: March 21, 2026
Credential Access Summary
Credential names and access levels only — no passwords included
Corporate Amex — Travel BookingUse Only
Last used: Today, 11:05 AM
Reassign to incoming EA immediately
Delta SkyMiles AccountUse Only
Last used: Today, 9:41 AM
Transfer to Travel Coordinator
Executive Gmail — SchedulingDraft + Send
Last used: Today, 8:15 AM
Requires elevated access review before reassignment
Board Portal LoginRead Only
Last used: Yesterday, 4:30 PM
Do not reassign — executive access only
Executive Calendar — GoogleFull Access
Last used: Today, 7:00 AM
Reassign to incoming EA with scheduling scope only
Zoom Pro AccountHost Access
Last used: March 18, 2026
Reassign to incoming EA
Pending Items
Tasks and approvals that require reassignment or immediate action
Q2 Budget Review — financial approval pending
high Due March 22, 2026
Board Meeting NDA — signature requested by counsel
high Due March 23, 2026
Confirm hotel for Chicago trip (April 4-6)
medium Due March 25, 2026
Schedule quarterly review with CFO
medium Due March 28, 2026
Order office supplies — standing request
low Due April 1, 2026
Offboarding Checklist
All credentials revoked
Transition package generated
Pending items reviewed
New EA assigned in LoKey
Access audit log exported
The LoKey Transition Package contains credential names, access levels, and usage history only. No passwords, tokens, or secret values are ever included in any export. Your credentials remain protected throughout the offboarding process.